Aslam Mukhtiar is a Series 65-licensed financial advisor at Alphacopia with four years of industry experience. He has previously worked at U.S. Bank for eight years before joining Alphacopia Investments LLC, where he has been since 2021. Alphacopia serves individual investors, banks, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, wealth planning, and investment consulting. The firm employs a tactical allocation strategy utilizing fundamental and technical analysis across various instruments and manages both separately managed accounts and pooled vehicles, including hedge-fund style investments.

Bryan Pattee is a financial advisor with AlphaCopia, holding a Series 65 designation and four years of industry experience. His prior work includes roles at US Bank and Siol Wealth Advisors, LLC. Bryan is currently associated with Alphacopia Investments LLC, where he has been involved since 2021. AlphaCopia serves individual investors, banks, trusts, estates, charitable organizations, and other business entities, offering discretionary portfolio management, wealth planning, investment consulting, and sub-advisory services. The firm employs a tactical allocation strategy, incorporating fundamental and technical analysis across various instruments, including options and futures, and manages both separately managed accounts and pooled vehicles.

Ryan Sheets is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes over a decade with various Transamerica entities. Outside of his advisory role, he is an owner of a storage shed business near Lake Traverse, Minnesota. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, providing managed and non-discretionary investment advice supported by proprietary software and model portfolios developed with Morningstar Investment Management.

Kurt Stein is a financial advisor at Edward Jones in Annandale, MN, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jack Magrum is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His work history includes roles at Lake Central Bank and LPL Financial. He also has experience in education and retail sectors, including a decade working with schools and four years at O'Brothers Wine & Spirits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, brokerage services, and retirement plan consulting with access to discretionary and non-discretionary management and model portfolios supported by LPL Research and third-party subadvisors.

Luke Gagnon is a Series 66-licensed financial advisor with Ameriprise in Annandale, MN, bringing 19 years of industry experience. He has been with Ameriprise since 2007. Outside of his advisory role, Gagnon coaches football at a local school. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Mary Stang is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise since 2012, including six years at the current firm location in Annandale, MN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, combining proprietary investment research and third-party data to guide asset allocation, withdrawal strategies, and Social Security options.

Don Guggemos Jr. is a CFP®-designated financial advisor with Ameriprise, based in Winsted, MN, and has 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several local boards, including the Priests' Pension Plan Board of Trustees and the Winsted Area Chamber of Commerce, and is involved in religious education and veterans' organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and integrated portfolio analysis. The firm employs a centralized consulting team that combines research, modeling, and algorithmic tools to generate tailored retirement recommendations.

Joel Hillmann is a financial advisor with Thrivent Investment Management in Cokato, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm provides holistic, goal-based financial planning across various topics, allowing clients to combine planning with managed accounts while keeping these services separate.

John Volden Jr. is a financial advisor with LPL Financial in Annandale, MN, holding a Series 63 designation and 38 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cetera from 2014 to 2020 and has been associated with Lake Central Bank since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Gagnon is a CFP® professional with 36 years of industry experience, currently advising at Ameriprise since 2020. He previously worked within Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Gagnon serves on the finance committee of St. Mary’s Catholic Church in Waverly, MN, and participates in local community baseball team activities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Kate Kilpela is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at SagePoint Financial, Five Star Financial, and Backyard Reflections. Kilpela is also involved as a registered representative in an S Corp, where she collaborates with other advisors and leads client meetings. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.

Samuel Kittock is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. His background also includes roles outside finance, such as positions at Little Caesars and Decorators Service Co. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team that provides non-discretionary, research-driven recommendations combining modeling, tax-efficiency analysis, and asset management. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.